After amassing experience advising banks and brokers on risk and products, he founded Betterment in 2008 to make people’s lives better.
Jon is a graduate of Harvard University and Columbia Business School. He holds Series 7, 24, 63 licenses and is a CFA charterholder.
Jon’s interests lie at the intersection of behavior, psychology, and economics, all of which we get into in today’s conversation.
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Thank you very much for listening today. Please welcome, Jon Stein.